Purchases and Sales Made in Q2 2023 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q2 2023. The information is specifically focused on institutions that hold shares of MSCI EAFE GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
168+ 108.39% |
$15.6K - $16.3K
|
323
$31.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
161+ 2.88% |
$15K - $15.6K
|
5.74K
$562K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
150+ 3.35% |
$14K - $14.5K
|
4.63K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
146+ 0.25% |
$13.6K - $14.2K
|
58.9K
$5.76M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
141New |
$13.1K - $13.7K
|
141
$13.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
133+ 0.6% |
$12.4K - $12.9K
|
22.1K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
126+ 0.15% |
$11.7K - $12.2K
|
81.5K
$7.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
120+ 0.5% |
$11.2K - $11.6K
|
24.4K
$2.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
120+ 0.26% |
$11.2K - $11.6K
|
46.8K
$4.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
117New |
$10.9K - $11.3K
|
117
$11.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
110New |
$10.2K - $10.7K
|
110
$10.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
109+ 1.05% |
$10.2K - $10.6K
|
10.5K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
107+ 0.54% |
$9.97K - $10.4K
|
20K
$1.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
104+ 4.57% |
$9.69K - $10.1K
|
2.38K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
104+ 3.07% |
$9.69K - $10.1K
|
3.49K
$342K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
100+ 1.38% |
$9.32K - $9.7K
|
7.36K
$720K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
100New |
$9.32K - $9.7K
|
100
$9.79K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
99New |
$9.22K - $9.6K
|
99
$9.69K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
97+ 0.99% |
$9.04K - $9.4K
|
9.87K
$966K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
96+ 72.73% |
$8.94K - $9.31K
|
228
$22.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
95New |
$8.85K - $9.21K
|
95
$9.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
91+ 2.27% |
$8.48K - $8.82K
|
4.1K
$401K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
90+ 0.86% |
$8.38K - $8.73K
|
10.6K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
87+ 0.85% |
$8.1K - $8.43K
|
10.3K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
87+ 0.85% |
$8.1K - $8.43K
|
10.3K
$1.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
87+ 0.7% |
$8.1K - $8.43K
|
12.5K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
86+ 1.71% |
$8.01K - $8.34K
|
5.11K
$500K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85New |
$7.92K - $8.24K
|
85
$8.32K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
83New |
$7.73K - $8.05K
|
83
$8.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
77+ 0.52% |
$7.17K - $7.47K
|
15K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
77+ 1.11% |
$7.17K - $7.47K
|
7K
$685K
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
75+ 0.95% |
$6.99K - $7.27K
|
7.98K
$781K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73+ 2.84% |
$6.8K - $7.08K
|
2.64K
$259K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
71+ 2.76% |
$6.61K - $6.88K
|
2.64K
$259K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
63+ 0.77% |
$5.87K - $6.11K
|
8.24K
$806K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 1.0% |
$5.59K - $5.82K
|
6.06K
$593K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 137.21% |
$5.5K - $5.72K
|
102
$9.98K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
58New |
$5.4K - $5.62K
|
58
$5.68K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58+ 2.64% |
$5.4K - $5.62K
|
2.26K
$221K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
57New |
$5.31K - $5.53K
|
57
$5.58K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
56+ 2.53% |
$5.22K - $5.43K
|
2.27K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
48New |
$4.47K - $4.65K
|
48
$4.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
47+ 0.93% |
$4.38K - $4.56K
|
5.1K
$499K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
44+ 0.69% |
$4.1K - $4.27K
|
6.41K
$627K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
44+ 0.96% |
$4.1K - $4.27K
|
4.62K
$452K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 3.13% |
$3.45K - $3.59K
|
1.22K
$120K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
35+ 0.66% |
$3.26K - $3.39K
|
5.34K
$523K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
34+ 9.19% |
$3.17K - $3.3K
|
404
$39.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
32+ 0.15% |
$2.98K - $3.1K
|
21.8K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
31New |
$2.89K - $3.01K
|
31
$3.03K
|